DHJJ Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$143K Buy
2,905
+113
+4% +$5.89K 0.05% 246
2025
Q4
$153K Hold
2,792
0.05% 224
2025
Q3
$150K Hold
2,792
0.05% 210
2025
Q2
$146K Buy
2,792
+966
+53% +$47.8K 0.05% 206
2025
Q1
$91K Hold
1,826
0.04% 235
2024
Q4
$88.3K Hold
1,826
0.03% 235
2024
Q3
$82.8K Sell
1,826
-700
-28% -$30.5K 0.03% 242
2024
Q2
$104K Sell
2,526
-155
-6% -$6.38K 0.04% 198
2024
Q1
$113K Hold
2,681
0.05% 190
2023
Q4
$101K Sell
2,681
-431
-14% -$14.9K 0.05% 195
2023
Q3
$103K Buy
+3,112
New +$107K 0.05% 179

Other funds holding XLF

DHJJ Financial Advisors's XLF Position: Q1 2026 in Review

DHJJ Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4% in Q1 2026, buying an estimated $5.89K and bringing the position to 2,905 shares worth $143K. The position accounts for 0.05% of the portfolio, ranked #246.

DHJJ Financial Advisors first reported a position in XLF in Q3 2023 and has held it in 11 quarters since. The position peaked at $153K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • DHJJ Financial Advisors held 2,905 shares of State Street Financial Select Sector SPDR ETF worth $143K as of Q1 2026.
  • DHJJ Financial Advisors bought 113 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $5.89K.
  • State Street Financial Select Sector SPDR ETF made up 0.05% of DHJJ Financial Advisors's portfolio in Q1 2026, its #246 holding.
  • DHJJ Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $153K in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.